Fear and uncertainty building short-term but so many resolved near term In the first two months of 2022, a number of developments understandably rattled investor convictions and confidence around financial assets. One of the biggest lessons I learned at JPMorgan is the view “credit markets run on confidence, and they are good until they are not.” In other words, even…
Equity markets started the trading week with a strong Monday performance, but from there it became a roller coaster...
The Federal Reserve has not yet begun easing, but “Easing” is a multi-dimensional event, and increasingly, the outlines of...
“If you are not willing to risk the unusual, you will have to settle for the ordinary! Everyone must...
By Lance Roberts Part I: Buy and Hold Can Be Hazardous To Your Wealth One would think that following...
Equities are facing one of the best backdrops for sustained gains next year. After a prolonged period of elevated...
S&P 500 and QQQ both showed minor weakness late this week, yet failed to do much technical damage. Both...
I bought Alibaba when everyone was selling it. I knew about the headlines, the China-tech crackdowns, and the inherent...
Macro Strategy—Trends from around the world show supply chain bottlenecks have been holding back global growth to a degree...
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